+111.9%
SPG vs PAYC
-22.2%
+134.1%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.4% | +6.6% | +1.7% |
| 7D | 0.0% | -7.9% | +7.9% | +0.8% |
| 30D | -4.9% | +2.1% | -7.1% | -5.2% |
| 3M | +3.3% | +61.8% | -58.5% | -2.2% |
| 6M | +11.2% | +59.9% | -48.7% | +5.2% |
| YTD | +17.1% | +38.5% | -21.4% | +12.5% |
| 1Y | +21.6% | -1.4% | +23.0% | +22.0% |
| 3Y | +111.9% | -21.0% | +132.9% | +115.7% |
| All | +111.9% | -22.2% | +134.1% | +115.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling